Coast Capital Savings
9900 King George Blvd #10,
Surrey, V3T 0K7, BC,
Canada
Surrey, V3T 0K7, BC,
Canada
1 888-517-7000
Banking and Financial Services
Coast Capital Savings Technographics
Coast Capital Savings Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Coast Capital Savings and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1800 Coast Capital Savings employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Coast Capital Savings has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2012, SAP SuccessFactors Recruiting Marketing for Candidate Relationship Management in 2017, Temenos T24 for Core Banking in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Coast Capital Savings is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , Avanti Software or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Coast Capital Savings revenues, which have grown to $349.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Coast Capital Savings intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Coast Capital Savings Tech Stack and Enterprise Applications
Coast Capital Savings ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP | n/a | 2012 | 2013 |
In 2012, Coast Capital Savings implemented Microsoft Dynamics NAV to centralize core ERP Financial operations. Microsoft Dynamics NAV was adopted as the principal application to manage accounting transaction processing and financial reporting for the institution.
The implementation emphasized conventional ERP Financial modules, including general ledger processing, journal entry management, month-end and quarter-end close workflows, fixed asset capitalization and depreciation controls, and tax reporting functionality for commodity tax returns and income tax provisions. The deployment also covered securitized mortgage and syndicated loan administration and reconciliation capabilities aligned to the bank's lending and mortgage servicing activities. Reporting and operational analytics were supported through Microsoft Dynamics NAV reporting configurations alongside JET Reports skillsets and Microsoft Office based extract workflows.
Operational ownership for the Microsoft Dynamics NAV environment resided with the Financial Reporting and Reconciliation group under the VP, Financial Reporting, with hands-on use by Financial Accountant roles responsible for journal entries, ledger reconciliations, capital asset reporting, and tax filings in Surrey British Columbia. Governance incorporated departmental accounting manuals and role level controls to standardize transaction monitoring and reconciliation procedures, and staff hiring criteria reflected the need for Microsoft Dynamics NAV and JET Reports experience.
Configuration work centered on standardizing reconciliation workflows and report templates to support recurring close cycles and statutory filing support, while embedding finance team workflows into the application. The narrative links Coast Capital Savings, Microsoft Dynamics NAV, ERP Financial, and the bank's Finance function through explicit accounting and reconciliation processes.
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Coast Capital Savings HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP SuccessFactors Recruiting Marketing | Candidate Relationship Management | HCM | n/a | 2017 | 2017 |
In 2017 Coast Capital Savings implemented SAP SuccessFactors Recruiting Marketing, a Candidate Relationship Management application, as part of a broader HR technology program. The implementation of SAP SuccessFactors Recruiting Marketing was executed alongside other strategic HR systems including Recruiting, Onboarding, and later Employee Central HRIS, establishing a consistent talent acquisition and HR data foundation across the enterprise.
The SAP SuccessFactors Recruiting Marketing deployment focused on candidate relationship management capabilities including talent pool orchestration, candidate lifecycle marketing, and recruitment campaign segmentation aligned to standard Candidate Relationship Management workflows. Configuration work included talent pipeline configuration, data capture for diversity and inclusion metrics, and alignment of recruiting workflows to support talent attraction and candidate engagement across hiring teams.
Integrations were established with the broader HR stack to operationalize candidate to employee data flows, explicitly linking Recruiting Marketing with Employee Central and a Visier analytics implementation. Visier was deployed to provide real time self service access to workforce analytics, and the analytics output was used to detect and improve data accuracy within source HR systems. Third party HR technology vendor relationships were managed to enforce service levels and contractual terms with an emphasis on data interchange and reporting consistency.
Governance was centralized under a product owner for HR technologies who prioritized implementation and support consultant work, acted as the bridge between business needs and system features, and provided oversight to workforce planning and analytics for senior leadership. The program also created a People Care Shared Service team of seven HR associates and advisors, centralizing administrative tasks to support employees and managers. As implemented the solution delivered structured candidate engagement workflows, integrated HRIS and analytics feeds, and explicit D and I metric capture for ongoing measurement and reporting.
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Core HR | HCM |
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2003 | 2004 |
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Core HR | HCM |
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2017 | 2018 |
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HR Service Delivery | HCM |
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2017 | 2017 |
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Learning and Development | HCM |
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2016 | 2016 |
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Onboarding | HCM |
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2017 | 2017 |
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Payroll | HCM |
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2015 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2018 |
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Workforce Analytics | HCM |
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2017 | 2017 |
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Workforce Management | HCM |
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2011 | 2011 |
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Coast Capital Savings ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Temenos | Legacy | Temenos T24 | Core Banking | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012 Coast Capital Savings implemented Temenos T24 for Core Banking. The organization completed functional testing on the new banking system Temenos T24 in 2012 as part of the initial validation phase.
The Temenos T24 implementation was configured to deliver standard Core Banking capabilities, including deposits, lending, payment processing, general ledger posting, and customer account management, aligning with typical core banking functional workflows. Functional acceptance testing focused on configuration and business process validation across retail and commercial processing streams, preparing the application for operational handover and controlled rollout.
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Core Banking | ERP Services and Operations |
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2019 | 2019 |
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Digital Banking | ERP Services and Operations |
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2018 | 2019 |
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Lease Management | ERP Services and Operations |
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2019 | 2019 |
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Loan Management | ERP Services and Operations |
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2021 | 2021 |
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Loan Management | ERP Services and Operations |
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2021 | 2021 |
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Loan Management | ERP Services and Operations |
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2024 | 2024 |
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Loan Management | ERP Services and Operations |
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2019 | 2019 |
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Coast Capital Savings Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2008 | 2018 |
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Coast Capital Savings Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Coast Capital Savings Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2016 | 2016 |
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Web Content Management | Content Management |
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2018 | 2018 |
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Coast Capital Savings CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Coast Capital Savings ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Coast Capital Savings TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2011 | 2011 |
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Coast Capital Savings PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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Coast Capital Savings IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Coast Capital Savings CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Coast Capital Savings
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief People Officer | CXO | HR | |
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Chief People Officer | CXO | HR | |
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Manager, HR Business Partnerships | Manager | HR | |
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HR Business Partner | Manager | HR | |
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Head of Enterprise Analytics | Director | IT | |
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Manager, Digital Strategy & Intelligence | Manager | IT | |
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Director, Applications | Director | IT | |
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VP Enterprise Architecture & Technology Innovation | VP | IT | |
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Director- Information Technology | Director | IT | |
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Infrastructure & IT Operations Director | Director | IT | |
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Chief Digital, Information and Technology Officer | CXO | IT | |
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Chief Enterprise Solutions Officer | CXO | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Director, HR Business Partnerships | Director | HR | |
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VP Information Technology | VP | IT | |
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VP, People Solutions | VP | HR | |
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Payroll & Benefits, Team Lead | Manager | HR | |
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Manager, Payroll & Benefits | Manager | HR | |
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Apps Being Evaluated by Coast Capital Savings Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Coast Capital Savings IT executives and key decision makers. This section highlights Coast Capital Savings's latest recorded technology evaluations, including Temenos T24 for Core Banking on 2025-11-27, Nice Actimize for AML, Fraud and Compliance on 2025-07-25, and LTi ASPIRE Platform for Lease Management on 2025-06-17. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Coast Capital Savings digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-11-27 | Coast Capital Savings | Evaluated | Temenos | Temenos T24 | Core Banking | ERP Services and Operations |
| 2025-07-25 | Coast Capital Savings | Evaluated | Nice Systems | Nice Actimize | AML, Fraud and Compliance | TRM |
| 2025-06-17 | Coast Capital Savings | Evaluated | LTi Technology Solutions | LTi ASPIRE Platform | Lease Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Coast Capital Savings Technographics
Coast Capital Savings is a Banking and Financial Services organization based in Canada,
with around 1800 employees and annual revenues of $349.0 million.
Coast Capital Savings operates a diverse technology stack with applications such as
Microsoft Dynamics NAV, SAP SuccessFactors Recruiting Marketing and Temenos T24,
covering areas like ERP Financial, Candidate Relationship Management and Core Banking.
Coast Capital Savings has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, SAP and Temenos.
Coast Capital Savings recently adopted applications including
Solifi Originations (ex Rapport and CALMS) in 2024, Contently in 2023 and nCino Loan Origination System in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Coast Capital Savings’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Coast Capital Savings’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Coast Capital Savings technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.